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Editing invoices

Milestone Payment invoices

 

The amount set on an invoice cannot be modified as it is automatically generated based on the amount of the Milestone Payment created by the employer or automatically created by the system in the case of hourly projects.

 

Other Milestone Payment invoice details such as the name and address of the freelancer and employer reflects the information found in their respective profiles. These billing information automatically updates when the employer or the freelancer change their profile details through the User Settings page.

 

 

External invoices

 

All the details in an external invoice can be edited by the freelancer via the Financial Dashboard while the invoice is unpaid. Follow these steps to edit an external invoice:

 

     1.  Hover over your account balance, and choose Financial Dashboard.

 

     2.  On the Manage Transactions section, click Invoices.

 

     3.  Choose Outgoing on the toggle.

 

     4.  Click the Edit button across the invoice you want to edit.

 

externalInv.png

 

The following details on the invoice can be edited:

 

Bill From (optional)

 

Bill To (optional)

 

Work Completed 

 

Hours 

 

Rate

 

Tax (optional)

 

Due date (optional)

 

Logo (optional)

 

     5.  Click Save Changes to finish. 

 

externalInv2.png

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